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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,946 | $99,875-46.0% | $146,866-63.3% | $86,983-38.0% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.7pp | 69.5%+18.7pp |
| Annual return | 19.02% | 28.10%-9.1pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $1,536 | $3,224-52.4% | $4,425-65.3% | $2,584-40.6% |
| Participant deferral / active EE | $10,834 | $6,322+71.4% | $7,759+39.6% | $4,194+158.3% |
| Admin fee / account holder | $1,447 | $7,838-81.5% | $13,620-89.4% | $7,856-81.6% |